I disagree IMHO ASN is firmly atop that perch and miles in front...

I disagree IMHO ASN is firmly atop that perch and miles in front what "is slipping" is the realisation of peeps expectations of ASN being in production and therefore "in the money" . Others here talk about OTAs will move ASNs SP well INR have them and where are they , still waiting on funding .
Others say we need funding then we build the plant and ASNs SP will move well AGY have done that and where are they , still trying to qualify their product as that step was missed .
Stick to the narrative we have peeps it's there for a reason there's no magic wand for any others were all in the same derisking boat and this is why because ASN is doing this "de-risking" early and ahead of the curve for not one but two plants the rewards will come but make no bones about it it's a very long and arduous process but once completed the fruits will be near enough set in stone .
Enjoy your coffee GM TT